Bruce D. Steiner illustrates how IRA owners can take advantage of portability's new permanence...More
About Trusts & Estates
Trusts & Estates is the pre-eminent, peer review journal and website for wealth management professionals serving the needs of high-net-worth clients, family business owners, family offices, charitably inclined donors and non-profit corporations. Community members include estate-planning attorneys, corporate and individual trustees, bank trust officers, financial planners and investment professionals, CPAs, charitable giving experts, family office executives, insurance professionals and valuation experts.
Trusts & Estates is primarily a peer-review journal written by experts for professionals in the wealth management industry. Only very few articles are reported by journalists. We are always looking for writers with interesting ideas for articles. Click here to find out how you can contribute an article.
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Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More
Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More